Listed Managed Investment Reports

Vanguard US Total Market Shares Index ETF (VTS) - www.vanguard.com.au
Thursday, January 3, 2013
VTS provides investors with a simple and, given the low MER, very cost-effective way to gain exposure to what is almost the entire US stock market. The fund accrues dividends and distributions from the securities comprising the portfolio and distributes them quarterly, net of any fees. Distributions are subject to a 15% US withholding tax.
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WAM Active Limited (WAA) - Active Manager in ASX Listed Stocks - www.wamfunds.com.au
Thursday, January 3, 2013
WAA invests predominantly in ASX-listed securities. Given the objective of the company, the manager has the ability to short sell securities. The manager uses a ‘Market Driven’ approach to investing, in which it aims to take advantage of short-term relative arbitrage and mispricing in the market.
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WAM Capital Limited (WAM) - Invests in Diversified Portfolio of Growth Companies - www.wamfunds.com.au
Thursday, January 3, 2013
WAM’s portfolio focuses on small-to-mid cap stocks with the majority of investments being in companies outside the S&P/ASX 100. The manager tends to hold small positions in stocks. Given the company focuses on industrial stocks
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Whitefield Ltd (WHF) - Manager in Large Cap Stocks - www.whitefield.com.au
Thursday, January 3, 2013
The manager primarily invests in large cap stocks with 80% of the portfolio invested in top 50 stocks at 31 December 2012. The portfolio is heavily weighted to the Financials sector with 48% of the portfolio allocated to this sector, therefore investors should be bullish on the sector.
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Westoz Investment Company (WIC) - Small/Micro Cap investment Manager - www.westozfunds.com.au
Thursday, January 3, 2013
The company has a medium-to long-term investment outlook with investment selection based on the premise that financial markets and individual securities can, and do, deviate from fair value. The manager uses research provided by Euroz Securities (the stockbroking arm of Euroz Limited) as a primary screen to identify suitable investment opportunities.
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